Not Investment Advice

127: Grayscale vs. SEC, Instacart & Klaviyo IPOs, How Stock Exchanges Work, TikTok’s Spotify Competitor

Aug 30, 2023

01:14:43

Snipd AI

Grayscale vs. SEC court ruling for GBTC conversion into ETF. Instacart's advertising tactics, strategies of supermarket chains. Valuation and IPO prospects of a profitable business. Evolution and influence of stock exchanges. TikTok Music's potential impact on the music industry. Nostalgic conversation about childhood TV shows and books.

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Instacart's success in the online grocery delivery market highlights the power of targeted advertising using first-party data.

Stock exchanges have become more powerful than banks due to their control of the derivatives market and their influence in indexation.

Twitter's acquisition of a license to provide virtual asset-related services signifies its entry into the cryptocurrency space and the growing integration of cryptocurrencies into mainstream platforms.

Deep dives

Instacart's Revenue Model and Success

Instacart, an online delivery platform for groceries, has turned profitable and is a dominant player in the market. They have implemented a successful revenue model by adding a margin on top of grocery items, along with delivery fees and tips. Approximately 30-40% of their revenue comes from advertising. Instacart utilizes first-party data collected from customers to target advertising, similar to how grocery stores promote brands within their physical stores. With the IPO valuation estimated to be around $13 billion, Instacart's success highlights the growing demand for online grocery delivery services and the power of targeted advertising using first-party data.

Introduction

2min

Grayscale wins court ruling for GBTC conversion into ETF

14min

Strategies of Supermarket Chains and Instacart's Advertising Tactics

2min

The Profitable Business and its Valuation

20min

The Power and Influence of Stock Exchanges

21min

GDP Growth, Twitter's Crypto License, and Trading Memes on Twitter

2min

TikTok's Launch of TikTok Music and its Potential Impact on the Music Industry

11min

Nostalgic conversation about childhood TV shows and books

4min

The NIA boys discuss Grayscale vs. SEC, Instacart & Klaviyo IPOs, How Stock Exchanges Work, TikTok’s Spotify Competitor & much more

Timestamps:

(00:00:00) - Intro
(00:03:16) - Grayscale vs. SEC
(00:08:25) - IPO Window Open?
(00:13:09) - First Party Data Explained
(00:15:40) - Instacart Breakdown
(00:27:26) - Klaviyo Breakdown
(00:38:32) - How Stock Exchanges Work
(00:51:39) - Why Stock Exchanges are the New Power Brokers
(00:59:57) - TikTok’s Spotify Competitor

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on Youtube:

https://youtu.be/LU8ChmKwLKY

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522